See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,664 | $60,124+124.0% | $90,404+49.0% | $79,858+68.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.82% | 71.94%-62.1pp | 1293.02%-1283.2pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,432 | $2,068+17.6% | $3,262-25.4% | $2,471-1.6% |
| Participant deferral / active EE | $5,053 | $2,938+72.0% | $3,963+27.5% | $3,740+35.1% |
| Admin fee / account holder | $750 | $3,976-81.1% | $5,611-86.6% | $5,306-85.9% |